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Enoch Root · 01-10-2021, 03:16 PM

Some of my clients do some things on their own. They have the bulk of their investments with us, and do their thing on the side. We incorporate what they do into our process, and factor those assets into our portfolio weightings.

01-10-2021, 03:16 PM	#1490
Enoch Root Franchise Player Join Date: May 2012 Exp:	Some of my clients do some things on their own. They have the bulk of their investments with us, and do their thing on the side. We incorporate what they do into our process, and factor those assets into our portfolio weightings.